HDFC Flexi Cap Fund vs SBI Flexicap Fund compare

HDFC Flexi Cap Fund vs SBI Flexicap Fund compare

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HDFC Flexi Cap Fund - Growth Plan

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SBI Flexicap Fund - REGULAR PLAN -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Fund	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹96295 Cr	₹23685 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	01 Jan 1995	29 Sep 2005
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500 TRI
Turn Over	42.17%	55%
Expense Ratio	1.42	1.67
Manager	Dhruv Muchhal	Pradeep Kesavan
ISIN Code	INF179K01608	INF200K01222
Exits Load	HDFC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Month	-0.79%	-2.75%
6 Month	4.07%	2.71%
1 Year	14.86%	7.11%
3 Year	21.94%	13.86%
5 Year	22.96%	13.34%

SIP Return Analysis

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
6 Month	-1.39%	-1.51%
1 Year	5.13%	3.68%
3 Year	15.88%	8.59%
5 Year	19.07%	10.39%

Rolling Lumpsum Returns

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Year	19.4%	12.01%
3 Year	18.59%	12.9%
5 Year	16.64%	13.28%

Risk Management

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Standard Deviation	12.12%	10.98%
Sharp	1.4%	0.73%
Beta	0.78%	0.83%
Alpha	6.05%	-0.98%

Fund Managers

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Name	Dhruv Muchhal	Pradeep Kesavan
Total AUM	₹520687 Cr	₹434274 Cr
Funds Managed	40	43
	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option

Market Cap

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Others	15.55	13.15
Large Cap	73.11	62.9
Small Cap	8.25	10.84
Mid Cap	3.09	13.1

Sector Allocation

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Others	13.19	4.1
Technology	5.6	10.33
Consumer Cyclical	15.22	14.04
Industrials	4.76	11.41
Basic Materials	5.25	12.13
Financial Services	38.96	35.88
Healthcare	7.46	1.74
Real Estate	2.36	-
Energy	1.37	4.28
Communication Services	2.47	5.19
Utilities	2.5	-
Consumer Defensive	0.86	0.89

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